Sentences with phrase «good asset allocators»

Not exact matches

As in my tweet above, that very well could be asset allocators with low stock allocations that conclude that they need to chase the rally.

Well, according to the Asset Allocator, I have a 96 % chance of reaching my goal in 25 years and a 50 % chance of getting close to $ 2 million at the end of the same time period.

To get a better understanding of our portfolio, I recently started to play with a premium tool from Morningstar called Asset Allocator.

«The Intelligent Asset Allocator» by W. Berstein is a good read if you're so inclined.

The CEO, Wasilenkoff, appears to be a great wheeler - dealer, buying assets for cents on the dollar, and hopefully a great capital allocator as well.

One explanation is that while the Euro crisis of 2012 discouraged transatlantic investment, with better economic news it is natural to expect some returning investment from U.S. asset allocators.

William Bernstein (the excellent author of The Intelligent Asset Allocator, The Four Pillars of Investing, etc.) had a good post on the Permanent Portfolio.

The main reason we did that (even though they're all useless in predicting future performance) is because publishing the Fee - Based Moderate Model's alpha number on the model demo, and the asset allocator demo properly proves how well it usually outperforms.

It works well if your goal is to have a set mix of asset classes (like 70 % bonds / 25 % stock / 5 % cash portfolio), without having an asset allocator program tell you what your mix should be.

Step 2) Although we think you're going to get the best investment returns with the asset class weights that came with the allocator models, you can easily modify them.

«The alternative asset management industry is well - positioned in the middle of these forces, providing institutional allocators and family offices with access to investment strategies that offer both diversification from traditional risk assets and the promise of a differentiated return profile.»